Marty Lehman signed The Kendall Group Employee Stock Ownership Plan's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Kendall Group Employee Stock Ownership Plan's EIN is 38-2023622.
Download the official 2023 Form 5500 (PDF) for The Kendall Group Employee Stock Ownership Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Kendall Group Employee Stock Ownership Plan's plan includes an S-corporation ESOP, an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES, LLC | 13-4238973 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Kendall Group 4,942,518 shares of company common stock $ | Common Stocks | — | $457.4M | $807.6M | 99.9% |
